4 SBI Mutual Fund Schemes With 4-Star Ratings From Morningstar

Mutual Fund schemes have performed well over the last 1-year and also over a time horizon of 1 to 5-years. Morningstar tends to rate mutual fund schemes on various parameters. We have picked out 4 SBI Mutual Fund Schemes where the agency has given a 4-star ratings.

What is interesting in this list is that there is a variety for investors to choose from. For eg, there is a small cap fund, a midcap fund, a large cap fund and a combination of large and midcap. Having said that we wish to emphasize the fact that we have not done any analysis and this is not a recommendation from goodreturns.in. Investors may please do their own research before buying into mutual fund units.

Having said that all of the above mutual fund schemes have performed well over the last several years. SBI Large and Midcap Fund has given a returns of nearly 30% over the last 3-years on an annualized basis. On the other hand SBI Bluechip Fund has yielded returns of nearly 26% in the last 3-years on an annualized basis. The returns from all of these mutual fund schemes are more or less very good. If investors are looking at investing in the SBI Bluechip Fund, SBI Smallcap Fund or the SBI Magnum and SBI Large and Midcap Fund they can do by way of SIPs. Our recommendation has always been to invest through the SIP route given that markets are very volatile and returns too can be volatile. Another recommendation would be to invest for the long-term as in 3 to 5 years to reap good returns. Also, seek advise as mutual fund investing can be fraught with risks. Generally speaking investors have managed to make money by investing over a longer time frame. Apart from this many agencies like Crisil, Value Research and Morningstar tend to rate mutual fund schemes based on various parameters and it would be good to look at the same for some confidence. Having said that ratings do not in any way guarantee returns.

Disclaimer

The article is informational only and is not an advisory to invest. Neither the author not Greynium Information Technologies would be responsible for any losses based on a decision from the article. Please note, we have merely highlighted the ratings from Morningstar and have not done any analysis on the schemes mentioned above. It is prudent to consult a professional advisor.